VCG

Vantage Consulting Group Portfolio holdings

AUM $19.7M
1-Year Est. Return 280.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+280.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
-$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,887
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$1.99M
3 +$990K
4
COST icon
Costco
COST
+$233K
5
WMT icon
Walmart Inc
WMT
+$215K

Top Sells

1 +$606M
2 +$242K
3 +$219K
4
CTLT
CATALENT, INC.
CTLT
+$180K
5
SWKS icon
Skyworks Solutions
SWKS
+$173K

Sector Composition

1 Healthcare 90.54%
2 Consumer Staples 1.31%
3 Technology 0.97%
4 Consumer Discretionary 0.79%
5 Energy 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
-348
1252
-57
1253
-9
1254
-3,121
1255
-903
1256
-39
1257
-10,779
1258
-2,715
1259
-144
1260
-134
1261
-13
1262
-11
1263
-200
1264
-25
1265
-60
1266
-41
1267
-379
1268
-680
1269
-11,802
1270
-665
1271
-529
1272
-77
1273
-590
1274
-372
1275
-1,246